See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,391 | $110,094-22.4% | $151,611-43.7% | $68,494+24.7% |
| Participation rate | 93.5% | 84.0%+9.5pp | 87.5%+6.0pp | 67.9%+25.6pp |
| Annual return | -12.64% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,664 | $4,471-40.4% | $6,166-56.8% | $2,596+2.6% |
| Participant deferral / active EE | $3,502 | $6,527-46.4% | $8,363-58.1% | $4,027-13.1% |
| Admin fee / account holder | $1,029 | $7,719-86.7% | $11,616-91.1% | $5,403-81.0% |